+481.0%
STX vs OXY
+98.9%
+382.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.5% |
| 7D | +16.8% | +3.6% | +13.2% | +16.1% |
| 30D | -27.0% | -5.3% | -21.8% | -26.4% |
| 3M | -37.9% | +0.2% | -38.1% | -38.0% |
| 6M | -32.5% | +4.7% | -37.2% | -33.3% |
| YTD | +98.6% | +44.0% | +54.6% | +80.6% |
| 1Y | +93.6% | +42.1% | +51.5% | +76.2% |
| 3Y | +699.1% | +1.2% | +697.9% | +667.6% |
| 5Y | +481.0% | +95.7% | +385.3% | +416.3% |
| All | +481.0% | +98.9% | +382.1% | +416.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OXY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling